Thursday, January 19, 2012

Boundary Spanning After 2012 Election - What Will the Future Hold for Investors and Business People?

What happens if Obama wins in Novemeber?
What happens if a first term Republican is as bad as Bush 43 in his second term?

This is an important question for investors and entrepreneurs to ask themselves, their MasterMind groups, their success gurus and their licenced advisors.

Well if a new GOP president is just an Obama Lite, we could expect:

- spending to remain out of control, which will ultimately result in a credit default
- crony capitalism to continue
- no meaningful changes to U.S. energy policy
- no changes to the Education Dept. (cost of tuition, political correctness, graduates without usable and marketable skills, anti business indoctrination, and anti-Western indoctrination, boondoggle "education" projects, etc.
- no reduction for corporate tax rate or capital gains tax rate.
- the Federal Reserve to print money and run up inflation
- needless new regulations on business
- no tort reform
- the breaking of campaign promises would cause more apathy and embolden the other side.

I hope I'm wrong, but this is what I see.  Save the rah rah party line stuff.

One possible investment winner could be IBM.  IBM, besides having the largest number of nanotechnology patents also is a government contractor.   

Then we have gold and silver.

Then we have the bonds of foreign countries that are on more solid footing.

Apartment REITs I can see doing well. 

Of course we can see Wal Mart and fast food restaurants doing OK.
Any company that supplies the US government could become an investment choice.

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